Position in WY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$873,690
+$38,893 QoQ
Shares Held
36,495
+6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#392
of 900 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,452,461 across 7 REIT - Specialty names. WY ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,450 | $1,872,876 | |
| 2 | IRM |
Iron Mountain Inc
|
8,053 | $1,017,174 | |
| 3 | WY |
Weyerhaeuser Co
This page
|
36,495 | $873,690 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,022 | $627,351 | |
| 5 | EQIX |
Equinix Inc
|
557 | $580,611 | |
| 6 | FRMI |
Fermi Inc.
|
30,560 | $279,929 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,510 | $200,830 |
All Filings in WY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,690 | 36,495 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $834,797 | 34,171 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $342,202 | 14,445 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||